Comprehensive Financial Consultants Institutional, Inc.

Comprehensive Financial Consultants Institutional, Inc. (CRD# 128257) is a financial advisory firm headquartered in Bloomington, IN. They manage $231,197,736 in 1,349 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    1,349
    ACCOUNTS
  • Average Account Value
    $171,385
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IN, NE, TX

Financial Advisors at Comprehensive Financial Consultants Institutional, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Eric Q. Giesler
CRD#: 2786614
674 S. College Ave, Bloomington, IN 47403

Eric Giesler (CRD# 2786614) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 16 years of experience in the finance industry.

2
Daniel L. Hays
CRD#: 4332513
674 South College Avenue, Bloomington, IN 47403

Daniel Hays (CRD# 4332513) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 19 years of experience in the finance industry.

3
Rodney L. Holloway
CRD#: 2725803
674 S. College Ave, Bloomington, IN 47403

Rodney Holloway (CRD# 2725803) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 24 years of experience in the finance industry.

4
Gregory A. Smith
CRD#: 1506872
360 East Turkey Track Lane, Pinetop, AZ 85935

Gregory Smith (CRD# 1506872) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Pinetop, AZ and has over 34 years of experience in the finance industry.

5
Joshua C. Norris
CRD#: 6569645
674 S. College Avenue, Bloomington, IN 47403

Joshua Norris (CRD# 6569645) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has 1 year of experience in the finance industry.

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